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Strategies & Market Trends : Lizard King's Trading Swamp

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To: LzzrdKing who wrote (4399)2/6/1998 10:46:00 PM
From: Jimmy Dell  Read Replies (2) of 7396
 
I bought ASYT at 27 1/2 this afternoon. This was of course before I knew of the SFAM announcement. I don't think ASYT will be hurt much if at all because of it. ASYT beat est's by .02 2 weeks ago and future forecast was bullish. I think distinctions will be made and there won't be indiscriminate selling of semis. Too much momentum there to be lost just because of SFAM. At least that's what I'm hoping.

I'm still watching ESON. Waiting for the vol. to pick up and an uptick or 2. GECM looking good.
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